Timothy Edward Hole
Investment Adviser Representative at Baker Tilly Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Edward Hole is an investment adviser representative with Baker Tilly Wealth Management, LLC in Tewksbury, MA, where they have been registered since 2022. They have worked in the securities industry since 2015 and have been registered with 3 firms, including MFA Asset Management, LLC and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut, Massachusetts, and New Hampshire.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, Massachusetts, New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Smith Barney LLCFeb 2015 – Feb 2017Boston, MA
- Morgan Stanley Private BANK, National AssociationFeb 2016 – Feb 2017New York, NY
- MFA Asset Management, LLCMar 2017 – Dec 2021Tewksbury, MA
- Baker Tilly Advisory Group, LPDec 2021 – no end date reportedTewksbury, MA
- Baker Tilly Wealth ManagementDec 2021 – no end date reportedTewksbury, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Baker Tilly Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Baker Tilly offers advisory, tax, and assurance services including financial statement and public company audits, internal audit, SOX compliance, IPO readiness, federal and international tax, state and local tax, transfer pricing, mergers and acquisitions, transaction advisory, due diligence, investment banking, CFO advisory, forensic accounting, cybersecurity, risk advisory, digital solutions, AI and data analytics, outsourced accounting, private wealth management, municipal advisory, and ESG and sustainability services.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Madison, WI
- SEC file number:
- 801-119352
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Baker Tilly Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Edward Hole has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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